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2025: The Year of Extreme Volatility, More in 2026?
As 2025 began, the S&P 500 was on the heels of its strongest back-to-back yearly performance since the 1990s. Wall Street was cautiously optimistic about the prospect of further gains.…
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If You Remember Only These 5 Things
First and foremost, considering all the unusual turmoil in our lives the past year, we thank you for the trust…
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Macroeconomic View & Markets
The year 2020 was a time of unprecedented personal, economic, and political turmoil. Leading to unparalleled market volatility, the deepest…
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“Where Am I Going?”
The beginning of any year is a good opportunity to review your life and determine what you want to accomplish.…
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Markets & Macroeconomic View
The economic recovery continued throughout the quarter. U.S. manufacturing expanded for a 5th straight month ending September. Consumer spending climbed…
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Medicare – The Basics
The cost for healthcare continues to significantly outpace inflation and, for some, may be the biggest expense during retirement. There…
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Risk Tolerance Recalibration
Over the last decade, as we progressed further from the Financial Crisis, investor risk tolerance has continued to “increase” but…